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Amy Clingenpeel Diamond

Edelman Financial Engines

Salt Lake City, UT

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-10
  • UT RA
    APPROVED
    Since 2026-04-10

Branch Locations

2795 E Cottonwood Pkwy Suite 670, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Copperwynd Financial Kaysville UT 10/2015 05/2022
Narus Financial Partners, Llc Salt Lake City UT 06/2022 11/2025
Alta Capital Management, Llc Salt Lake City UT 11/2025 03/2026
Edelman Financial Engines Santa Clara CA 04/2026 Present
Previous Registrations
  • 2026-01-21 → 2026-03-24
    Alta Capital Management Llc
    Salt Lake City, UT
  • 2022-06-02 → 2025-12-17
    Narus Financial Partners, Llc
    Salt Lake City, UT
  • 2015-10-01 → 2022-05-10
    Copperwynd Financial
    Kaysville, UT
  • 2014-08-26 → 2015-05-11
    Creative Planning
    Kaysville, UT
    Overland Park, KS
  • 2012-12-03 → 2014-08-25
    Td Ameritrade, Inc.
    Salt Lake City, UT
  • 2012-12-03 → 2014-08-25
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-26
S63 Uniform Securities Agent State Law Examination 2012-04-21
  • S66 Uniform Combined State Law Examination
    2012-11-26
  • S63 Uniform Securities Agent State Law Examination
    2012-04-21
Other Names
  • Amy C. Diamond
  • Amy Diamond
  • Amy C. Diamond
  • Amy Clingenpeel

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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